In|Vest 2018 Direct

In|Vest 2018: Innovations & Digital Transformations in Wealth brings together the entire wealth management industry – including leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York on July 10 and 11, 2018, the gathering facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation comes up against the reality of market execution. Interested in seeing more? Click here for full access to this and other In|Vest sessions.

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Invest | Direct
  • Gordon Bava is a senior partner in the Los Angeles office of Manatt, Phelps & Phillips, LLP. His practice focuses on mergers and acquisitions, special committee representation, private and underwritten securities offerings and general corporate representation of clients in a variety of industries. Manatt, Phelps & Phillips is a multidisciplinary, integrated national professional services firm.

    September 22
  • Federal Reserve Bank of St. Louis President Alberto G. Musalem would not directly say whether central bank independence is under threat, instead highlighting that the topic has received more attention.

    September 22
    Alberto Musalem
  • Stablecore, a recently founded fintech, completed its first funding round with the goal of bringing stablecoin technology to banks and credit unions.

    September 22
    BlackRock, Fidelity Back Stablecoin Firm Circle in $400 Million Funding Round
  • Justin Pulgrano, CPA, is the senior vice president of strategic growth at Crunchafi, with a 15+-year career spanning Big Four audit, transaction advisory and technology leadership. Pulgrano helps CPA firms harness technology to simplify complex workflows and free up more time for insight and client impact.

    September 22
    Justin Pulgrano
  • A credit union CEO takes issue with the narrative that the purchase of community banks by credit unions is a dangerous trend. In fact, he argues, it's rare, and when it happens, it benefits the communities those banks serve.

    September 22
  • Prior to this week's Federal Open Market Committee meeting, many onlookers thought a Trump-aligned and oppositional voting bloc could emerge, complicating the central bank's message. But the quarterly economic projections show that not to be the case.

    September 22
    Federal Reserve
  • Matt Scully is a reporter based in New York. He covers large banks and reports on complex financial topics, often related to the post-crisis recovery of consumer and mortgage credit. He tweets news often @scullymb.

    September 21
  • Signs of elevated stress are emerging within the $1.7 trillion private credit market as default rates are rising and more borrowers are choosing to defer cash interest payments, according to a Bank of America Corp. report.

    September 19
    BLPrivateCredit
  • Sathiya Livingston is an insurance operations & digital transformation specialist with over 12 years of experience helping U.S. carriers optimize claims, underwriting, and policy servicing. He works with mid-market insurers to design process improvements that blend automation, analytics, and strategic partnerships for sustainable growth. Contact him at sathiya.l@flatworldsolutions.com.

    September 19